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Update Deal Size Filter to Exclude "$0" Deals

  • November 29, 2023
  • 1 reply
  • 34 views

Danea Johnson
New Member

Hi Team, I noticed that the filter for Deal Size allows us to filter deals “Less than 0” or deals “$0-1k” but not to exclude deals that are actually $0. I am requesting an update to this Filter as our organization can tend to have deals that are exactly $0 that need to be excluded / removed via Filter and there is no way to currently do this without also excluding low $ deals. 

 

 

Best answer by Kenna

Hi there, Danea! A Clari Admin can make this change directly in Field Configuration. The steps to edit an existing field (in this case, to add the filter option for = $0) can be found here. There is also a lesson on editing fields included in our Field Config Fundamentals learning path in Clari University if you’re interested in learning more about Field Config.

1 reply

Kenna
Community Manager
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  • Community Manager
  • Answer
  • November 29, 2023

Hi there, Danea! A Clari Admin can make this change directly in Field Configuration. The steps to edit an existing field (in this case, to add the filter option for = $0) can be found here. There is also a lesson on editing fields included in our Field Config Fundamentals learning path in Clari University if you’re interested in learning more about Field Config.